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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,580 | $83,045-15.0% | $130,045-45.7% | $71,511-1.3% |
| Participation rate | 45.8% | 74.1%-28.4pp | 78.5%-32.7pp | 67.9%-22.2pp |
| Annual return | 17.78% | 20.61%-2.8pp | -137.30%+155.1pp | 28.86%-11.1pp |
| Employer contribution / active EE | $784 | $2,623-70.1% | $4,321-81.9% | $2,589-69.7% |
| Participant deferral / active EE | $1,902 | $4,436-57.1% | $5,820-67.3% | $4,291-55.7% |
| Admin fee / account holder | $3,004 | $1,727+73.9% | $10,600-71.7% | $1,588+89.1% |